How to Manage a Client

Step 1: Navigate to Projects Page

Start by opening your browser and navigating to access the project creation portal.

Step 2: Click Clients

Once you are on the projects page, locate and navigate to the Clients section from the navigation menu.

Step 3: Click the 3 dot icon

In the Clients section, find and click the 3 dot icon to manage the client.

Step 4: Select to view Details and Reject or Approve

A new tab opens, allowing you to review the project details and choose between Accept or Reject.

Step 5: Click Reject button

If you need to reject a client request, locate and click the Reject button in the client’s details view.

Step 6: Select Reason

Select reason to confirm the rejection of the client request.

Step 7: Add Description

You can add rejection description here.

Step 8: Click Submit Now

When all details are reviewed and ready, click the Submit Now button to proceed.

Step 9: Raise Dispute

You can return to My Client page to raise a dispute.

Step 10: Click Save

Select an issue from the list, add details and click Save to proceed.

This guide will walk you through the steps to manage a client within the Topline portal. Follow each step carefully to ensure a smooth management process.